Call Dialer

Create a queue from your leads and prioritize them based on their status. Disposition leads based on custom parameters and easily schedule followup. Warm transfer calls to others on your team.

Partner Collaboration

Easily share and collaborate with team members and referral partners on any lead. Automate communication and increase lead conversion by connecting more partners to leads earlier in the sales process.

Consumer Direct 1003

Close more loans with a simplified experience for your borrowers that automates the process, connecting to their financial accounts to auto populate most of the 1003, including their docs.

CRM

Customize your workflows and automate follow-up to new leads as well as past clients with preset triggers to launch automatic reminders, emails, tasks, lead sharing and more with just one click.

Open House App

Robust tablet app with a sign-in sheet that syncs with your CRM. Upload your listing pictures and send your visitors a professional follow up email containing the listing along with your contact information.

SMS Marketing

Create custom text messages to auto respond to incoming leads. Increase conversion and quality of service by sending automated messages to your contacts and manually respond when you hear back.

Email Marketing

Point-of-Sale Integration with Optimal Blue

Automatically deliver accurate product and pricing information to the consumer or loan officer through our new point-of-sale integration with Optimal Blue’s advanced API. Once configured, Optimal Blue sends the results directly back to Big Purple Dot to display to the consumer and loan officer.

The #1 Rated App in Lender and Realtor Management

Built for Realtors and Mortgage Lenders

Automated Lead Distribution

Automatically distribute to your team members, throughout your company and/or preferred partners. With our software, you'll
have the ability to automatically distribute leads using round robin or shotgun distribution rules. Additionally, you can set a time limit
to claim a lead before it's automatically redistributed to the next available team member or partner. Our automated distribution feature ensures every lead is assigned to someone who can immediately address it, increasing Speed to Contact.

Call Tracking / Recording

Keep a detailed call log of all incoming and outgoing calls and text messages. With our call tracking feature, incoming calls, with
optional recordings, can instantaneously create or update a contact within your database.

Tools for Automated Pre & Post Sale Marketing

Robust Mobile CRM App

Manage your leads on the go with our mobile CRM app for Apple devices like the iPhone and iPad. And, as web-based system, you can easily access and manage your leads from all other mobile devices, including Android devices, using the mobile web version of our system.

Keep your whole team in sync on the go

Stay connected with your team members, contact leads, and much more through our sleek and streamlined mobile CRM app

Stay connected to your favorite apps

Relied on by top Mortgage & Real Estate companies

Built by Industry Professionals

Our intuitive and user-friendly software will produce high closing rates even amongst the largest corporations

Organization Throughout Teams

Gain visibility on your team or company's entire contact database by connecting all marketing sources and team members through Big Purple Dot. As a team leader or nationwide organization, Big
Purple Dot provides a top down view of every team member and their contact database. Big Purple Dot's software simultaneously empowers each team member with independent management of their sales
opportunities while also providing management with visibility of the organization's entire pipeline.

Five Star Customer Service

When you sign-up for Big Purple Dot, you're not only getting the best mobile-friendly CRM in real estate, you're getting the best support team backing your business. With live webinar trainings
offered daily to a dedicated success coach, our team will be with you every step of the way to get the most out of your contact database and marketing campaigns.

Built for Realtor Success

Big Purple Dot helps realtors better manage co-marketing relationships with lending partners on any lead source. Using our software, realtors can
transparently collaborate with lending partners to automate updates, increase lead conversion and ROI on their marketing campaigns

Create teams & roles

Grow your business by recruiting and managing new team members using our software.

State of the art server security

Our software relies on the best technology available when it comes to protecting your data.

Five star customer service

When you implement Big Purple Dot into your day-today operations, you're adding the best technology support team to your business.